Implementation Partner Consultant

Overview

Alternate Locations: Work from Home

Work Arrangement:

Remote:
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 75691

We are excited to bring on an Implementation Partner Consultant to join our Retirement Plan Services organization supporting Workplace Solutions in a remote environment.

Background Details:
As an Implementation Partner Consultant, you will provide a world class client experience for retirement plans joining Lincoln. Your ability to successfully partner across Lincoln sales teams, advisors, and third-party administrators, along with all Lincoln internal teams will ensure positive results for new and existing business partners. As a result, you will consult/analyze across all aspects of our retirement plans and deliver on complex assignments/projects.

You will be responsible for developing and strengthening relationships with internal and external customers, analyzing various aspects of our service offering and being an advocate on behalf of the customer for driving positive change.

• You will develop, maintain and execute complex implementation plans which ensure that the clients’ overall service needs are satisfied and achieve the business, profitability and retention objectives.
• You will collaborate with external customers and internal teams to develop strong implementation plans through proactive and reactive customer interactions. In addition, you will build, enhance and maintain relationships with contacts at client organizations, ensuring clients’ overall service requirements are satisfied.
• You will advocate on the customer’s behalf to influence the direction of key projects and initiatives. You will develop, execute and/or collaborate with internal partners to develop proactive, creative and ongoing more complex client contact initiatives. You will identify clients with risk of retention and notify management.
• You will provide information, education, training and consult on processes, procedures, products and services. You will serve as a resource to internal stakeholders on more complex implementation solutions which optimize client requirements and achieve desired business results.
• You will maintain knowledge on current and emerging developments/trends, assess the impact and collaborate with management to incorporate new trends and developments in current and future solutions.
• You will champion and enhance organizational initiatives by positively influencing and supporting change management and other initiatives across the retirement plan organization. You will identify, recommend, and champion process improvements and organizational initiatives to positively influence the team and quality.

Must-have experience (Required):

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's).
• 3 – 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position.
• Demonstrated ability to express ideas clearly and concisely (both orally and in written form) through presentations.
• Demonstrated skills in the areas of organization, negotiation, persuasion, presentation, and problem solving.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

Nice-to have Experience (Preferred):

• Retirement plan administration/operations experience desired;
  Alliance product preferred.
• FINRA Series 6 license at the time of hire.
• Strong analytical and problem-solving skills.
• Ability to be consultative with internal/external stakeholders of all levels.
• Demonstrated strong relationship management skills; proven ability to develop collaborative approaches.
• Project management experience.

• Up to 20%

Applications for this position will be accepted through February 28, 2026, subject to earlier closure due to applicant volume.

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge…